Your Next Generation upgrade hub | Moorepay

Next Generation software

Your upgrade hub

This is your centralised upgrade hub, containing the mandatory upgrade process, advising you what you need to do ahead of your upgrade and to take you through what you must do before your upgrade.

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Pre-upgrade

Please read the pre-upgrade advisory’s which you should complete prior to your upgrade date.

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    Whitelist email addresses

    Please whitelist the following email addresses to ensure that emails and notifications are not sent to junk or blocked by email security software.

    -@moorepay.co.uk

    -support@moorepaysupport.zendesk.com

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    Review hierarchy

    Before your upgrade it’s important for you to review security levels, org units and user profiles. To help you with this please use this guide to hierarchy reports. 

    We advise administrators to conduct a review of their hierarchy ahead of the upgrade. Please review your positions, organisation units and security profiles. This is particularly relevant if you use leave, timesheets, expenses and approval/workflow functionality. Please ensure that positions are assigned correctly to the appropriate org unit and security profile. Errors in your hierarchy will affect the visibility of team members to managers, approval workflows and corrections after the upgrade may incur additional costs.

    If you need support to conduct a hierarchy review, we can provide ‘how to’ instructions to run your own Position, Org Unit & Security Profile reports (to review your hierarchy).

  • Employee email addresses

    As part of the upgrade, all employees logging into the system will need a valid email address, this is to improve usability and access.

    We advise administrators to review email addresses, ensuring they are up to date. Full names, length of service, email addresses held in the business email field, phone number and work mobile will be visible to ALL employees through the phonebook functionality. If your organisation uses personal email addresses in this field this will be a GDPR risk if the phonebook functionality is switched on. This can be switched off ahead of the upgrade on instruction, or by client administrator via (configuration within the security screen).

  • Inform Employees

    It’s a good idea to let your employees know that changes are coming. If you’ve not already got a copy, an employee email template can be found here.

  • Complete eLearning

    Depending on whether you have managed or software only payroll solution you’ll need to carry out our eLearning training to ensure you’re getting the most out of the upgrade.

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    Cleardown

    If instructed by your Upgrade Project Manager please ensure that you have moved into the next pay period prior to your upgrade date.

    To note this will be dependent upon your agreed upgrade date.

Important information

Please read all of the sections below as they contain important information and changes vital to ensure a smooth and successful upgrade.

  • Payroll reports

    Payroll reports run prior to your upgrade will not be held in the Next Generation Application. Please download and save these prior to your upgrade. Should you require copies post your upgrade please contact your payroll team. New reports for periods run on the Next Generation Application are obtainable via the ‘Reports’ tile.

  • Leavers

    Review and remove all user logins linked to Terminated EE’s. Within the upgraded application ‘Leavers’ loose access to the system as soon as they reach their termination date. Internal process change, final pay documents should be posted/emailed through to leaving EE’s by Admins.

  • Early Pay preview

    Please refer to the Training Hub to review the eLearning for Early Pay Modelling and Post Pay Changes

  • Whitelist email addresses

    Please whitelist the following email addresses to ensure that emails and notifications are not sent to junk or blocked by email security software.

    @moorepay.co.uk

    support@moorepaysupport.zendesk.com

  • Changes in Service, SSO & MFA

    Changes to Service, Single Sign On and Multi Factor Authentication may not be delivered on the same day as your upgrade as they’re carried out by our Application Consultancy Team and require specific technical support.

  • Favourites

    Favourites are not available within the Next Generation Application. These will be lost/removed on upgrade.

  • Expenses

    Please note that the functionality has changed and you are now unable to enter expenses on behalf of an employee.

  • Mobile application

    The Mobile Application is available from App/Play stores, by selecting ‘Moorepay’. Please note that all users must login successfully to the Website first before credentials will be recognised in Mobile Application.

  • Microsoft 365 Integration

    The Next Generation Application does allow for integration with Microsoft Office 365.

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    Navigation/Layout changes

    The new ‘Search’ bar only searches by EE name & ID numbers. Due to the people orientated design, navigate to EE Record to make any amendments.

  • Standard employee profile edit rights

    As in MPHR, the Standard Employee Profile has access to update personal details and bank details. These are now more visible to Employees due to the revised layout changes.

  • Standard manager profile visibility

    Basic Pay, Equal Opportunities Data, Personal and Contract details, and history are visible to the Manager Standard Profile (as they are in MoorepayHR).

  • Temporary payments/variable payments

    Non permanent pay & deductions should be inputted in variable pay (whereas it was previously timesheets in MoorepayHR). Bulk timesheets are still available and templates will be migrated over during the upgrade.

  • eLearning

    Please visit the Moorepay Training Hub to review all the Next Generation Application eLearning; The Moorepay training hub | Moorepay

Upgrade day

On the day of the upgrade there are several steps your upgrade team will take to ensure your transition goes smoothly.

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    We’ll review your database upgrade. (Outside of UK working hours). We will then run Bespoke Profile security protocol (within UK working hours). Your database will be ready from approximately 11am. We’ll drop you an email you to confirm the upgrade is complete.
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    SSO, MFA and changes to service might not be delivered on the same day as your upgrade as they’re carried out by separate teams, due to requiring additional support.
  • Post upgrade support will be provided by your business as usual Payroll Team, please contact them via the usual channels: Support Portal, email or telephone. For more information about the Support Portal please visit; Introducing your new Support Portal | Moorepay
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Software clients – Changes to be aware of

These short videos detail process changes you should be aware of prior to upgrade.

Next Generation eLearning

To understand our Next Generation Software better please complete the relevant eLearning below ahead of your upgrade.

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    The Moorepay training hub

    Your centralised hub for Moorepay training.

All eLearning

All your eLearning needs A-Z! If you’ve got a specific area of our software you’re looking for help on simply hit search in the top right corner of the table below.

AreaName Relevant to
Additional modulesDiscounts Those with a purchased Discounts module
Additional modulesAdvanced People Analytics demoThose with a purchased Advanced Analytics module
GeneralFundamentals of GDPRAll admins
GeneralMoorepay secuirty screensAll admins
GeneralApplication configurationAll admins
GeneralCreating a user profile for a new starterAll admins
GeneralAdding a new starterAll admins
GeneralEmployee Master File UploadAll admins
GeneralYour dashboardAll admins
GeneralAuthorisationsAll admins
HRHierarchy in MoorepayPremium & professional customers
HRManaging basic HR dataAll admins
HRDocument CentreAll admins
HRFixing unconnected positionsPremium & professional customers
HRCompany car/vanAll admins
HRExcessive sickness alertsAll admins
HRAmending basic detailsPremium & professional customers
HRMaking an employee a leaverAll admins
HRUser profiles for employeesAll admins
HRUpdating HR screensPremium & professional customers
LeaveLeave – allowing personal email address’All software admins
LeaveLeave – the complete courseAll software admins
LeaveLeave – Holiday Accrual PlanAll software admins
LeaveLeave – Roll OverAll software admins
LeaveLeave – Length of service plansAll software admins
LeaveLeave – Work patternsAll software admins
LeaveLeave – Bulk leave entryAll software admins
LeaveLeave – Leave by proxyAll admins
LeaveLeave – Public HolidaysAll software admins
LeaveLeave – Public Holiday RegionsAll software admins
LeaveLeave – Team viewAll admins
LeaveLeave – EntitlementsAll admins
LeaveLeave – Leave calendarAll admins
Managed payrollManaged professional payrollManaged premium & professional customers
Managed payrollPayroll process (Managed)All managed customers
Managed payrollRunning your managed payrollAll managed customers
PayrollPayroll process – bulk timesheetsAll software customers
PayrollPayroll – mass pay changeAll software customers
PayrollManaging employee payroll dataAll software customers
PayrollPayslip adminAll software customers
PayrollPayroll process (Software)All software customers
PayrollSplit costingsAll software customers
PayrollPayroll process – Import self-serviceAll software customers
PayrollPayroll process – Period endAll software customers
PayrollPayroll process – Payroll lock downAll software customers
PayrollPayroll process – Payroll processing statusAll software customers
PayrollPayroll – End of year reporting and tasksAll software customers
PayrollMaking temporary payments & deductionsAll software customers
PayrollMaking permanent payments & deductionsAll software customers
PerformancePerformance review admin guideProfessional customers
PerformancePerformance – Workflow configurationProfessional customers
PerformancePerformance – Rating modelsProfessional customers
ReportingReports & reporting All admins
ReportingMapperAll admins
ReportingReports – ExtractorAll admins
ReportingReports – Employee data reportAll admins
ReportingReports – Audit reportAll admins
ReportingReports – Merge data report – pay previewAll admins
ReportingReports – End of year reportsAll admins
ReportingReports – Open ended sick leave reportAll admins
ReportingReports – Preview, final & archive reportsAll admins
ReportingReports – Leave entitlement exception check reportAll admins
ReportingReports – Employee other People Data ReportAll admins
ReportingReports – Employee reportsAll admins
ReportingRunning reportsAll admins
SecuritySecurity – SMS & email 2FA All admins
SecuritySecurity – Menu permissionsAll admins
SecuritySecurity – UsersAll admins
SecuritySecurity – Group profilesAll admins
SecuritySecurity – Logging into MoorepayAll admins
SecuritySecurity – Self Service users maintenanceAll admins
Self-serviceManager user guideAll managers
Self-serviceEmployee – timesheets & expensesEmployees
Self-serviceEmployee self-service – premiumEmployees – Premium users
Self-serviceEmployee self-service – Professional Software userEmployees – Professional users

User guides

We’ll send these directly to your inbox, or you can download them from here.

Other user guides

Helpful guides specific to your upgrade, for both you and your employees.